• Application Deadline:
• Position: Relationship Manager (Wealth Manager)



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 5 years



• Location Abuja




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Summary

• The Relationship Manager - Wealth Management will be responsible for acquiring, managing, and growing a portfolio of high-net-worth clients.


• The role involves providing tailored financial advice, and investment solutions, and fostering long-term client relationships to achieve both individual and organizational goals.

Responsibilities

• Build and maintain strong relationships with high-net-worth individuals by understanding their unique financial goals and needs.


• Develop customized investment strategies and wealth management plans in line with clients' objectives and risk tolerance.


• Identify and acquire new clients to grow the company's portfolio of high-net-worth individuals.


• Stay updated on financial markets, investment products, and industry trends to provide clients with informed advice.


• Collaborate with internal teams to deliver comprehensive wealth management services, including asset allocation, portfolio management, and tax-efficient strategies.


• Prepare and deliver presentations, proposals, and periodic performance reports to clients.


• Ensure compliance with regulatory requirements and company policies in all client interactions.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.


• Minimum of 5 years of experience in wealth management, private banking, or investment advisory services.


• Strong knowledge of financial products, investment strategies, and market trends.


• Excellent interpersonal and communication skills, with the ability to build trust and credibility with clients.


• Demonstrated ability to meet or exceed sales and client retention targets.


• Professional certifications such as CFA, CFP, or similar credentials are an advantage.